Overview
Payment Methods allow you to set up different means of accepting payment from customers.
To get started, select Payment Methods from the Settings menu.
Navigation Menu
Payment Methods
Create a Payment Method
To create a Payment Method, click the Create Payment Method button in the upper left-hand side of the screen.
The Create Payment Method drawer will appear. Give your Payment Method a name and assign it a Payment Type, then click Save to close the drawer and create your Payment Method.
Edit a Payment Method
To edit an existing Payment Method, first select the Payment Method from the list on the left-hand side of the Payment Method screen.
Once you've selected the Payment Method you want to edit, make your changes in the information fields on the right-hand side of the screen.
When you've finished making your changes, click Save.
See it in Action
Payment Methods are used when creating new payments in the Payments tab of a sales document.
